See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,903 | $73,515-85.2% | $62,995-82.7% | $147,584-92.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 31.35% | 175.43%-144.1pp | 87.57%-56.2pp | 578.55%-547.2pp |
| Employer contribution / active EE | $1,897 | $3,320-42.9% | $2,759-31.3% | $4,876-61.1% |
| Participant deferral / active EE | $6,654 | $4,185+59.0% | $3,329+99.9% | $5,439+22.3% |
| Admin fee / account holder | $290 | $5,953-95.1% | $3,600-92.0% | $10,885-97.3% |